What's new - Caseware DocuFlex Summer 2025 (v 2.1390.0)

Here is what's new in the Caseware DocuFlex Summer 2025 release.

Central planning

Central planning allows you to sync risks, controls and selected checklists across engagements, so the work doesn’t need to be duplicated in multiple engagements. To learn more, refer to Set up central planning.

Validis integration

Validis is a software application that supports data extraction, such as trial balance and general ledger data, from various accounting packages. Validis has been added as a data connector on the Datasets tab on the Data page.

Note: You will need a license from Validis to enable this support for your Caseware app. To learn more, you can refer to Validis to acquire a license and check Enable integration with Validis to enable the integration.

Import data using the Validis data connector.

Lockdown history as a PDF

The lockdown history of the engagement is now included as a PDF when downloading a reference copy. To learn more, refer to Lockdown history as a PDF.

Map dimensions during trial balance import

You can assign dimensions to accounts based on spreadsheet columns in a CSV or Excel file. This provides a streamlined approach to assigning multiple dimensions as part of an Excel/CSV import flow, rather than having to manually assign them. To learn more, refer to Set up and import a trial balance containing dimensions.